Merger Arb Mondays (11 Nov) - Canvest, Get Nice, I-PEX, LAC, I'rom, Net One, Fuji Soft, NEC Networks
This week, the highest gross spreads are I-PEX (47.6%), LAC (29.5%), Seven & I (25.1%), Henlius (17.1%), Get Nice Financial (14.5%), Canvest...
392 Views
A/H Premium Tracker (To 8 Nov 2024): AH Premia Lower Despite A-Share Outperformance
SOUTHBOUND was a big buyer last week of H shares. AH Premia fell slightly. Wide spreads saw Hs outperform. Narrow spreads underperformed. I expect...
356 Views
The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (November 7)
Hong Kong markets are among the top performers this year. Short selling has declined as Southbound buying increases. Xpeng introduced a new hybrid...
160 Views
HK Merger Arb: Evaluating the Post China TCM Widening Spreads
The gross spreads of large HK merger arb situations have increased since 18 October, the China TCM deal break date. We assess the spreads of HK's...
510 Views
Merger Arb Mondays (04 Nov) - Haitong, Canvest, Capital Grand, Capitol, Fuji Soft, NESIC, Elematec
This week, the highest gross spreads are Seven & I (28.8%), Capital Grand (18.1%), Henlius (13.1%), Canvest (12.4%), GA Pack (10.0%), Shinko...
338 Views